Braeburn Wealth Management is a registered investment advisor based in Norton Shores, Michigan, owned and operated by Michael Poland. The firm provides ongoing investment management and personalized financial planning services for individuals, high-net-worth clients, families, trusts, and business entities. Braeburn Wealth Management builds customized portfolios using a mix of mutual funds, exchange-traded funds, individual stocks, and bonds, relying on fundamental, technical, and quantitative analysis. The firm offers distinct proprietary stock and income strategies, such as the Braeburn Growth and Value portfolio and the Braeburn Income Portfolio. In addition to portfolio management, Braeburn Wealth Management offers financial planning and consultation services covering retirement preparation, cash flow, tax issues, and estate planning, delivered on an hourly or project fee basis. The firm operates as a fee-based advisor, charging fees as a percentage of assets under management or through project and hourly fees, though its representatives may also act as licensed insurance agents and earn commissions on insurance product sales. Braeburn Wealth Management requires a minimum relationship size of $100,000 for ongoing investment management services.
Fee Structure
Braeburn Wealth Management charges an annual fee based on the value of your portfolio and the types of investments you hold. Fees are calculated quarterly in advance.
- Mutual funds and exchange-traded funds — 1.15% per year
- Individual stocks — 1.50% per year
The firm also offers a single fixed asset-based annual fee for certain client relationships at its discretion. If you need additional financial planning or consultation outside of regular investment management, an hourly rate of $200 applies.